from other sources, before taking any investment decision and without assinging any liabilty to methe owner of this blog Wed, 19 Dec 2018 12:35:09 +0530 Volatility likely to continue in 2019 amid trade war worries, global growth concerns After witnessing the least volatile year during 2017 (with an annualised volatility of 8. Currently, India has around 800 million unique mobile users, and about 430 million have Internet access—a third of India’s population. “The market is likely to be focused on earnings, pre-poll alliances, rate decisions, union budget, government spending and global cues to make its moves in the first quarter of 2019,” Ridham Ridham Desai hasn’t sold a single st ock from his personal portfolio in 20 years. Modi at 3: Top 10 stocks that gave 300% returns since May 2014 Fri, May 19, 2017 Call it as "Modi impact" or "optimistic investors" behaviour, but the markets have come a long way since May 2014. India Vulnerable To Changes in US' Trade Policy: Morgan Stanley January 19, 2018 05:01 AM GMT Drive Stocks in the Coming Year Our objective as a Department is to help you, our clients, generate alpha. You can also visit our preference centre and make more specific selections based on your interests. "The MSCI India Value Indices outperformed the MSCI Standard and Growth Index for the second consecutive month (in August) by 0. Cable and Satellite Sector - Strong profit visibility RBI policy, results of state polls to decide market trend; these 2 stocks could outperform Investors can start looking for good companies that have a sustainable business model with good ethical management and a clear-cut strategy for the future, and are available at a cheap valuation Sensex returned 19% in the decade and top performing diversified equity mutual funds have given returns in the range of 20-25%. Guests: Viral Acharya - Deputy Governor at the Reserve Bank of India (RBI) in charge of Monetary Policy, Financial Markets Operations and Regulation, and Research and Statistics Ridham Desai - Heads Morgan Stanley’s Indian Equity Research team, which is the top ranked team in the country Guarav Sinha - an Asset Allocation Strategist at After being stuck with defensive stocks for a long time, investors are beginning to see opportunity in cyclical stocks. We have identified 19 stocks 13 Sep 2018NEW DELHI: The outlook for the domestic market is bullish on a long-term basis and investors should be positioned in consumption plays and government 21 May 2017 Ridham Desai of Morgan Stanley has confidently predicted that the He has also recommended a model portfolio of stocks for us to buy 19 stocks that can double your money in 3-yrs: Ridham Desai 1. Sensex breaks 35K but 26 stocks give 10-30% return in 4 days Moneycontrol. History suggests that markets approach general elections with a tinge of optimism and stocks tend to do well in the run-up to elections, Ridham Desai and Sheela Rathi, analysts at Morgan Stanley India, said in a report. “The election calendar is getting thicker - usually a source of volatility,” said Ridham Desai GST in India? Platform to know and share latest information on GST in India . Porinju Veliyath has recommended six high-quality multibagger stocks to buy after Budget 2018Repost this message. Since September 5, the BSE sensitive index, or Sensex, has risen 6. Ridham Desai, MD, Morgan With the markets yet to price in the outcome of the general elections scheduled for May 2019, investors would be better off adding defensive and cyclical counters with a focus on large-cap stocks, suggests Ridham Desai, head of India research and India equity strategist at Morgan Stanley in a co Ridham Desai Equity Strategist (rising correlations of returns across stocks). End * Among Nifty 50 stocks, 21 rose, and 29 fell * Among Sensex stocks, 12 rose, and 19 fell * On the NSE, 1,033 stocks rose, 678 fell, and 346 were unchanged Ridham Desai Sheela Rathi expect FPI flows to improve in 2019 after they turned net sellers in 2018 19 +0530 . Ridham Desai, MD and Co-Head Equity, Morgan Stanley, said the markets have made lower tops and bottoms, which confirms that we are definitely in a bear market. Largecap and quality midcaps are a better bet at current levels. 900] - Explore Principal Hybrid Equity Fund - Direct Plan (G) for information, and updates on latest NAV, performance, dividends, portfolio holdings. He holds 804. Subscribe To ET Now For Latest Updates On Stocks,  Morgan Stanley Picks 14 Indian Mega-Cap Stocks As Likely Winners www. July 19, 2016 8:30am Please email feedback@benzinga. the institute has a wide facilities of library, reading hall and experienced professors with full dedication and sincere. 52AM IST Desai believes a large part of damage to emerging markets has already happened. Total value of his portfolio is around INR 19960 Cr. , part of Morgan Stanley, is an Indian company located in Mumbai. Fortunately, leading experts have already short-listed the stocks that will benefit the most from the GST and all that we have to do is position ourselves in advance in our favourite GST stocks and brace for mega gains! Indian equities rose for a second straight day as investors brushed aside a fall in U. General Insurance Choosing the right general insurance policy where you will invest your money on can be very tiring and stressful with all the amazing options that are available in the market. ADANI ENTERPRISES 2. Indian stocks climbed to a 19-month high on optimism the government will extend an economic-policy overhaul to bolster investment after growth slowed last quarter to match a three-year low. When you are into finance or investing mindset, you would tend to like the CEO and Founder of Berkshire Hathaway. Closing bell: Sensex up 157 points, Nifty fails to hold 10800 as banking stocks drag The BSE Sensex closed 157. 12/19/2016 – 16 Potential Multibagger Stocks Sparkle In Sample Portfolio Of Motilal Oswal’s 21st Wealth Creation Study POST COMMENT Notify me of follow­up comments by email. Ridham Desai of Morgan Stanley says there is a high level of uncertainty caused by the currency exchange, the upcoming Union Budget, general anti-avoidance rule (GAAR) and GST implementation Sep 16 2016, 2:25 PM Sep 19 2016, 2:00 AM September 16 2016, 2:25 PM September 19 2016, 2:00 AM This week on Thank God It’s Friday, we spoke to the managing director of Morgan Stanley, Ridham Desai, on where Indian equities are headed, the sectors that will drive the next leg of the rally and the lessons he’s learnt from his long stint in Pre-Diwali sale on D-Street, grab the stocks you always wanted to buy, says Ridham Desai 12 Oct, 2018, 10. A lot of stock market drivers are taking us further into the red. The oldest branch of technical analysis is the use of candlestick techniques by Japanese traders at least as early as the 18th century, and now one of the main charting techniques. ” According to him, India investing has experienced a P/B ratio in the range of 2x to 5. …Even Ridham Desai says it would be better for investors not to get too cheeky about buying on declines because ‘you are not going to be able to catch these declines as smartly as you think you can. Now, Ridham’s clear-cut analysis sounds like melodious music to all investors. Applying Science to the Art of Investing Mr. Not Endorsed. On balance, equity shares appear to offer more upside than downside. STATUTORY NOTICE:Buy At Your Own Risk. Welcome to RJ Wealth Creators. Earnings at companies in the Sensex will rise 15 percent in the financial year ending March 31, 2010, Morgan Stanley analysts Ridham Desai and Sheela Rathi wrote in a report yesterday, increasing an earlier forecast for a 10 percent increase. IT stocks: Desai feels the US dollar is likely to continue its upward trend in 2016 relative to the rupee, which should augur well for sectors such as software services. HDFC Mutual Fund - HDFC Gold Exchange Traded Fund has informed BSE about the NAV of the Scheme dated January 11, 2019 and is placed at Corporate Announcement on BSE-India Website. The cloud of uncertainty over economic growth has not deterred the stock market from scaling new heights. I have given the detailed review of the list of 7 stocks suggested by SBI which SBI feels they might be the future multibaggers and few of the stocks in the list are even suggested by Motilal Oswal in there wealth creation study. We need to fix our inflation situation, which I think is getting fixed but there are risks in the interim period," Desai said. If earnings are high, the PE will appear low. Due Diligence is a must. 450] - Explore Principal Hybrid Equity Fund - Direct Plan (G) for information, and updates on latest NAV, performance, dividends, portfolio holdings. The head of equities business at Morgan Stanley looks every part a man who believes the market will gain 10 percent over the next couple of months. State election results out of the way: 10 stocks – Top 10 Mid-Cap Stocks to Buy Now for Multibagger Gains_ Motilal Oswal - Free download as PDF File (. HDFC Mutual Fund - HDFC Gold Exchange Traded Fund has informed BSE about the NAV of the Scheme dated January 14, 2019 and is placed at …Principal Hybrid Equity Fund - Direct Plan (G) [79. Overall demand from local buyers is limited. 4. 5x over the last 25 years and the present P/B ratio is 3x. #CNBC-TV18Turns15 Ridham Desai of Morgan You will love to read this too When I asked Ridham Desai about 100000 Sensex Prediction. 20. India is becoming a low-beta market within EM, where we currently see downside to the overall EM index. 83 Lakh shares of Lupin worth 645 Cr. We think there is a case for a big asset allocation shift for domestic investors to equities – the last time an equivalent valuation opportunity in favor of equities arose was in June 2013,” said Morgan Stanley analysts Ridham Desai and Sheela Rathi in a new report. Though his own economics team has projected a December 2015 Sensex target of 32,500, he felt this may need revision upwards as the situation has changed with Whatever be the specific reason, value stocks of-late are clearly doing better. Secondly, valuation dispersion is at an all time high. Liquidity is the force of the bid and the offer. The analysis shows that investors who took calculated risks seem to have been rewarded in a short span of time. Over 600 stocks returned positive when most benchmarks struggled to be in green. Indeed, if demand in the US stabilises or improves, this will add to the performance of these stocks. . The SIT recommendation to go after P Notes to stem black money is unlikely to impact market, says Ridham Desai of Morgan Stanley. At the third “The market is likely to be focused on earnings, pre-poll alliances, rate decisions, union budget, government spending and global cues to make its moves in the first quarter of 2019,” Ridham Desai and Sheela Rathi, analysts at Morgan Stanley India Co. If you have previously registered with a Euromoney The initial share sale comprises fresh issuance of shares aggregating up to Rs 70 crore and an offer for sale of up to Rs 29 lakh by the company#39;s promoters, according to the draft red herring prospectus (DRHP) filed with Sebi. 1 trillion and the market value of financials and consumer sectors to hit $1. Investment Banker specializing in Technology sector (eCommerce, Digital Payments, Digital content, consumer internet etc) with 8+ years of experience spanning across the geographical regions of New York, Middle East and North Africa and Mumbai. " Ridham Desai, Head-India Equity Research and Managing Director, Morgan Stanley, prefers to look at P/B ratio than P/E because the latter has a " lot of cyclicality. “We believe Internet access will double in the next 10 years and we estimate that 915 million Indians will be on the Internet by 2026,” says Ridham Desai, Head of India Research. Our Dec-19 Sensex target at 42,000, an upside of 20 per cent and 25 per cent in INR and USD terms, respectively, compared with our MSCI EM index USD upside of 7 per cent. We provide friendly investment service that helps you save and grow your wealth without confusing you with complex financial terms. Now, Ridham Desai works two kilometres away from where Sharma operates out of. Ltd. Welcome To Bimaagent. For every buy, there is a sell; hence the net flow is always zero. Damage of six years has been reversed in a matter of a year: Ridham Desai Morgan Stanley’s head of India research says competitive federalism has emerged as the NDA‘s biggest contribution to the nation as states put in place critical reforms to attract investments. “India’s number one business channel CNBC Awaaz presents spl interview of Ridham Desai. "Our reform momentum needs to pick up a bit. Ridham Desai, Head-India Equity Research and Managing Director, Morgan Stanley, prefers to look at P/B ratio than P/E because the latter has a “lot of cyclicality. Aisha de Sequeira has been the CEO since 2008. S. We welcome you to the financial evolution. Today Ridham Desai Find ridham_desai user profile with latest comments on Moneycontrol MMB, Forum Discussion Board. pdf), Text File (. Investing. 3% and 14% CAGR in Sensex and broad market earnings growth to FY2017 (vs. Fundamentals (both macro and corporate) appear to be at the start of a new upcycle, valuations are at mid cycle and market sentiment or psychology looks depressed. RJ Wealth Creators believe that finance is simple and investing is for everyone. He has also recommended a model portfolio of stocks for us to buy At a time when Indian outsourcers are facing the brunt of tougher visa norms in the U. com Indian stocks are jostling weak emerging markets, rising rates, the market's perception of uncertainty will likely rise in 2018/19. He, however, has certain caveats in place. 47% The initial share sale comprises fresh issuance of shares aggregating up to Rs 70 crore and an offer for sale of up to Rs 29 lakh by the company#39;s promoters, according to the draft red herring prospectus (DRHP) filed with Sebi. State election results out of the way: 10 stocks Real estate refers to land, as well as any physical property or improvements affixed to the land, including houses, buildings, landscaping, fencing, wells, etc. Ridham Desai hasn’t sold a single stock from his personal portfolio in 20 years. Sensex breaks 35K but 26 stocks give 10-30% return in 4 days - Moneycontrol. State election results out of the way: 10 stocks Ridham Desai - Heads Morgan Stanley’s Indian Equity Research team, which is the top ranked team in the country Guarav Sinha - an Asset Allocation Strategist at WisdomTree who is an expert on India 94 episodes available. Key rationales that drive our downgrade Australia to UW are: 1. With all the mis-selling happening in financial products out there in the market it becomes very difficult for you to find the right advice which is beneficial for you at all times. Garner: Getting back above 30,000 on Sensex is really quite likely and really that is the target that my colleague Ridham Desai has. Ridham Desai of Morgan Stanley says, "We continue to assert that this is a great environment for stock pickers. At Morgan Stanley India he focuses on researching market trends rather than fund management. Ridham Desai, MD, Morgan Stanley in an exclusive interview with ET Now said that a populist Budget 2017 may scare the markets but it is difficult to gauge the impact. According to Desai the impact will be negative in the short run as people scramble to exchange Rs 15 lakh crore ($220 billion) in old currency notes. ’ …The most self-confessed wretched are not those who didn’t buy the right stock but those who complain they didn’t buy enough. The stock market may be overestimating the impact of demonetisation, says Ridham Desai, managing director of Morgan Stanley India. 44%, up at 35,807. In market opinion, Ridham Desai of Morgan Stanley says the government's biggest achievement in the last one year is control on inflation while Ramesh Damani says investors should continue focussing on buying good businesses. Does that mean the market is cheap? Probably not because earnings will then fall. We upping our index target to 42,000 for Sep-19 from 36,000 in Jun-1. Bharatiya Janata Party (BJP) Financial Year : 2012-13 19. The list was compiled on Monday, and the names Ridham Desai of Morgan Stanley speaks on the RBI & Centre conflict November 7, 2018 allsorce Morgan Stanley’s Ridham Desai on #RBIvsGovt: Very fact that debate is happening tells us that there is a lot of independence. Indian stocks are attractive relative to US equities, local bonds and in line with history on both an absolute and a relative basis,” said Morgan Stanley India analyst Ridham Desai. October was a spectacular month for flows. ridham desai 19 stocks A Formula One fan, Desai believes the Indian economy has the components of a winning car. Now one firm has decided to quantify that. In a Ridham Desai, Equity Analyst +91 22 6118-2222 / Ridham. in/16­potential­multibagger­stocks­sparkle­in­sample­portfolio­of­motilal­oswals­21st­wealth­creation­study/ 9/9 . The India equity head of research and managing director at the global IT stocks: Desai feels the US dollar is likely to continue its upward trend in 2016 relative to the rupee, which should augur well for sectors such as software services. com with the story link to let us We are in a new capex cycle and a slew of stocks could double in next couple of years: Ridham Desai, Morgan Stanley India Nikkei closes at near one-month high; strong Chinese shares boost mood Inflation numbers may not translate into rate cuts: Madan Sabnavis, CARE RatingsRidham Desai Sheela Rathi expect FPI flows to improve in 2019 after they turned net sellers in 2018. LLC Morgan Stanley Research 3200 stocks and dovetailed with first-class economic and strategy insight. (L-R) Sunil Sharma, Nilesh Shah, Rashesh Shah, Ridham Desai, Bharat Shah Sensex returns have almost remained stagnant in 2016 as the year comes to an end. 28 at the 3:30 p. The India equity head of research and managing director at the global investment bank told BloombergQuint that higher capital spending by American corporates will more than compensate for the visa hurdle Ridham Desai Sheela Rathi expect FPI flows to improve in 2019 after they turned net sellers in 2018. Principal Hybrid Equity Fund - Direct Plan (G) [79. In the Sensex kitty, 11 stocks settled in the green and 20 in the red, while in the Nifty50 index, 19 closed the day with gains and 31 with losses. Top stocks holding by him is Titan, Lupin and CRISIL. Suryakrupa Farms And Constn Pvt Ltd Desai Corporate Realty & Developers Pvt. Wednesday, July 7, 2010. Thanks to a robust recovery from the national sales tax introduced last July and higher metal prices, revenue growth in the period may reach a three-year high of 13%, according to Crisil Ltd. 5 percent jump over two days following Impact of demonetisation largely priced in: Ridham Desai While stocks are forward-looking animals, with this particular event, we are still grappling with the extent of impact November 23, 2016, Wednesday | Markets According to Ridham Desai and Sheela Rathi of Morgan Stanley, the preferable sectors to invest are private banks, consumer discretionary and industrial materials. 30 Oct 2017 Stock Picks of the Year 2017-2018 by Ridham Desai -- Managing Director at Morgan Stanley India based on Fundamental Analysis. 9 percent), the Indian market has seen an uptick in volatility during 2018, with an annualised volatility of 12. Reliance Industries, Tata Steel, HDFC and Maruti Suzuki finished Tuesday's session as the top gainers of Sensex index. “I think India is on a growth recovery path which In conversation with Zee Business, Ridham Desai, Morgan Stanley's Head-India Equity Research & India Equity Strategist, said that renewed hopes of India resuming its high GDP growth trajectory has increased prospects of a bull run in the market. bloombergquint. 95 points, or 0. Join our Moneycontrol Forum for more topics & user comments. Download Songs Top Share Of Software Companies Sector Part 1 only for review course, Buy Cassette or CD / VCD original from the album Top Share Of Software Companies Sector Part 1 or use Personal Tone / I-RING / Ring Back Tone in recognition that they can still work to create other new songs. 19/20 per dollar. 66 Lakh shares of Titan worth 6456 Cr. So, weighted scenario probability of going back above 30,000 on Sensex a year from now seems likely to us. 4 percent to 35,807. Across the world, stockmarket have heralded the New Millennium with a historic bull run, led by a global rally in tech stocks. The initial share sale comprises fresh issuance of shares aggregating up to Rs 70 crore and an offer for sale of up to Rs 29 lakh by the company#39;s promoters, according to the draft red herring prospectus (DRHP) filed with Sebi. While the roll-out of GST from July has been hailed as the single largest tax reform, it is li The benchmark S&P BSE Sensex climbed 0. Consumer sectors to lead next bull mkt: Ridham Desai Ridham Desai, MD and Co-Head Equity, Morgan Stanley, feels consumer sectors will lead the next bull market. Video: ANI Music: Big Bang Fuzz Marketsmojo ‏ @Marketsmojo Jun 19. 2 days ago · Ridham Desai of Morgan Stanley predicts that Dec-19 Sensex target at 42,000 but he assigns a 30 per cent probability of Sensex going to 47,000 if better-than-expected outcomes come most notably on policy & global factors. ridham desai 19 stocksSep 13, 2018 Morgan Stanley's Ridham Desai says Sensex target raised to 42000 for Sept 2019. txt) or read online for free. All CFDs (stocks, indexes, futures), Forex and cryptocurrencies prices are not provided by exchanges but rather by market makers, and so prices may not be accurate and may differ from the actual market price, meaning prices are indicative and not appropriate for trading purposes. Consequently, liquidity defined by flows is faulty. We believe that protection of fund is a prime job and it needs to be addressed with lots of knowledge and proper planning. com Sheela Rathi, Equity Analyst GST More Potent Than Demonetisation In Curbing Black Money: Ridham Desai The stock market may be overestimating the impact of demonetisation, says Ridham Desai, managing director of …Principal Hybrid Equity Fund - Direct Plan (G) [79. 17:38 Branded or premium Growth in India picking up, will accelerate further in Q3: Ridham Desai Setbacks due to demonetisation, higher oil prices or weaker currency have mostly played out, Desai said. The bottom may lie around 10,500. More > Unveiling its India Equity strategy Morgan Stanley’s Ridham Desai said, “Delay in the recapitalisation of state-owned banks which are impaired by a high level of stressed assets and are unlikely to generate enough credit growth in the early stages of the next cycle and government policy action, especially in clearing the backlog of projects Tue, 11 Dec 2018 15:59:19 +0530 State election results out of the way: 10 stocks that could give 18-50% returns in a year Largecap and quality midcaps are a better bet at current levels. The S&P BSE Sensex had a touch and go moment with 35,000 while for Nifty it was for 10700 levels as well according to our India Equity Strategist Ridham Desai. The partially convertible rupee closed at 60. Stocks move from those who got lured to making returns in bull markets and who cannot see a 20%, 30 % 40% down in value to those who believe in equity as an asset class Irrespective of Bull or Bear market. We have identified 19 stocks May 21, 2017 Ridham Desai of Morgan Stanley has confidently predicted that the He has also recommended a model portfolio of stocks for us to buy Sep 29, 2017 Accordingly, Ridham Desai MD of Morgan Stanley noted that stock markets are likely to remain robust as a stronger economic growth should 12 Oct 2018 Desai believes a large part of damage to emerging markets has already happened. com - Many a Wall Street firm has criticized cryptocurrencies for their volatility. 4% after the bank reported a net profit of 270 mln rupees as against a loss of 232. Though past performance cannot be a pure indicator of future performance, but the pattern will stay true if the Indian economy grows in the 7-8% range in the next decade. The current mid-cap valuations look stretched, he added. Morgan Stanley's Sheela Rathi and Ridham Desai also have an advice for investors: "Do not chase outperformers but rather invest in underperformers among large caps, as well as small and mid-cap stocks. 5% earlier),” point out Ridham Desai and Sheela Desai of Morgan Stanley in a recent report. The Ridham Desai, Equity Strategist, Morgan Stanley Research, said the Indian capital market could become the world’s best performer with market-cap rising to $6 trillion in 10 years from $2 That risk is even more pronounced this time, according to Morgan Stanley Research. Morgan Stanley India Co. " Related News Analysts at Morgan Stanley selected 14 stocks that have "high conviction" heading into earning season. d) Monsoon rainfall is expected to be above normal. India may become a $6 trn economy in next 10 years: Morgan Stanley India's digitisation drive would provide a boost of 50-75 basis points to GDP growth in the coming decade: Morgan Stanley 17:46 The rupee saw its biggest single-day decline in nearly a month on Thursday as the euphoria over the budget was washed away by the sharp fall in European shares while key stop-losses were also triggered. 19)Chana futures prices on the national commodity bourses may remain weak over the next few days on higher stocks with exchange warehouses supported by continued imported inflows of pulses. e. Desai also said the country is also likely to witness strong domestic participation in equities. The domestic MF buying in the markets was all-time high, it was up 50 percent over the month of September and it is not for no reason that stocks have rallied because there is lot of domestic buying. Watch the exclusive conversation with Latha Venkatesh and Anuj Singhal. 8 trillion and $2 trillion Currently, India has around 800 million unique mobile users, and about 430 million have Internet access—a third of India’s population. 28, and the Nifty 50 ended 49. 83 per cent. In this video get to know the details of the stocks picked by SBI-Cap Securities for the Samvat 2075. EXIDE There may be a lot of variables affecting the stock market, but the prices - far better than Are Set For Cheer In The New Year, Says Morgan Stanley's Ridham Desai . , diverged. The company's Role in Financial Planning for Women to Achieve Freedom, When I asked Ridham Desai about 100000 Sensex Prediction , Direct Plan Mutual Fund Investors & Advisor’s Alpha, SBI Bandhan – Gift Money in Family Without Tax Worries, Mutual Funds Vs ULIPS: Are ULIPs Better After LTCG on Equity?, Fall in Markets Scare You?With Sensex 11,000 well in sight, valuation fears rear - Corporate earnings in the last quarter were down from the previous quarter, and foreign fund flows have been restricted by sectoral caps. Porinju Veliyath has recommended six high-quality multibagger stocks to buy after Budget 2018 Repost this message. com/markets/morgan-stanley-ridham-desai-sheela-rathi-14-megacaps-winners-mutual-fund-etf-msci-indexAug 14, 2017 Morgan Stanley's lists 14 stocks as mega cap winners including Bajaj said Morgan Stanley's Equity Strategists, Ridham Desai and Sheela NEW DELHI: The outlook for the domestic market is bullish on a long-term basis and investors should be positioned in consumption plays and government Oct 5, 2017 In an interview to ETNow Ridham Desai, Head-India Equity going forward and the market cap to GDP even if we assume that the stock Oct 12, 2018 Desai believes a large part of damage to emerging markets has already happened. , Ridham Desai of Morgan Stanley believes that it’s the technology stocks that could well turn out to be the dark horse for Indian markets. com. How it works Vacant land and residential lots, plus the houses, outbuildings, decks, trees sewers and fixtures within the boundaries of the property are examples of real estate. And investment Analysts at Morgan Stanley selected 14 stocks that have "high conviction" heading into earning season. We downgrade after strong outperformance versus MSCI APxJ with Morgan Stanley India’s MD Ridham Desai give’s advice on how to earn some money from the share market this Diwali. He is confident that the government will make a studied decision on the issue and rules out the possibility of the FII community panicking over P-Note issue. Warren Edward Buffett (/ ˈ b ʌ f ɪ t /; born August 30, 1930) is an American business magnate, investor, speaker and philanthropist who serves as the chairman and CEO of Berkshire Hathaway. Check out view of Ridham Desai, Managing director, Morgan Stanley “India’s digitisation drive has raised our confidence in long-term growth estimates. Fundamentals have also given way. Is India’s PE ratio too high? The problem with looking at the PE ratio is that earnings is a cyclical variable that fluctuates. 17 Stocks Likely to Delist Ridham Desai Applying Science to the Art of Investing Investors lost about $19 billion when stock of Cendant Corporation fell after Tue, 11 Dec 2018 15:59:19 +0530 State election results out of the way: 10 stocks that could give 18-50% returns in a year Largecap and quality midcaps are a better bet at current levels. Ridham Desai welcome to global Investment means investing for growth with complete protection. 26. 5 percent. Principal Hybrid Equity Fund - Direct Plan (G) [79. Investors here may be bracing for some volatility, but Desai seems to have faith in emerging markets trading much higher. Mid caps, small caps have been stars of the St - Smaller stocks have made the most of the recent pick-up in investor interest and outperformed their larger peers. The firm provides brokerage services. "If you expect to continue to purchase stocks throughout your life, you should welcome price declines as a way to add stocks Our new estimate is for 17. Myth 5: What if receive physical shares accidentally like inheritance? (19) Insurance (47) Miscellaneous (57) Mutual Funds (75) NPS the stocks are filtered on the basis of the size of the company and the sector of the company. We have identified 19 stocks that could potentially double in the coming three years. Virat Kohli Gets a Tight Hug From Proud Wifey Anushka Sharma as “We believe we are at the beginning of a new earnings cycle,” said Ridham Desai, head of India equity research and chief India equity strategist at Morgan Stanley. Was IS-Module Busted by NIA Being Run by a Pakistani Handler? Officials Say There Appears a 'Connection' We take the quality of the messages posted on forum as seriously as our articles. aDMI is one of the leading management institute in the university of mumbai which is on mission to create a high level professionals by providing them different specialisation knowledge in the field of finance, marketing, HR, operation and systems. Equity strategists Ridham Desai and Sheela Rathi said in a 16 July note that emerging markets’ positioning of India is also at a multi-year low, and the level of trailing foreign portfolio investor (FPI) inflows suggest a bounce in FPI demand for stocks. Ridham. Profit growth may boost the Sensex 13 percent to 19,400 by the end of 2010, they said. COX & KINGS 4. tghe institute also look MTI CONSTRUCTION FINANCIAL STRENGHT GRADING EDUCATION PROJECT STAR RATING CG INS MF Issuer BF Final 24/7 Customer Private Limited 3B Fibreglass SPRL 3F Industries Limited 19 esplanade mansions 14 govt place east kolkata south asian stocks ltd 602 kaustubh apartment a wing near amar jyot desai falia halar valsad valsad 396001 Desai’s top picks for growth stocks include private sector financial companies and non-banking finance companies; industries focused on discretionary consumption; and technology stocks for their current, low valuations. 1 percent on Wednesday, but trading was choppy on heavy volume with signs of resistance after a 17. Pvt Ltd. 2 percentage points and 0. Desai@morganstanley. In terms of sectors, investors can look at banking, insurance, AMC Ranji Trophy 2018-19: Anmolpreet Singh hits ton to give Punjab 170-run first innings lead over Bengal; Baroda keep QF hopes alive ace investor Rakesh Jhunjhunwala today unveiled his forecast for 2015 and predicts that the outlook for Indian stocks in the next 10 years will be a 10-12-fold rise. by Ridham Desai & Sheela Rathi; Morgan Stanley, India. Desai, however, does not think investors should despair. "There are a boarder range of sectors like autos, media, education Ridham Desai, Morgan Stanley equities strategist, wrote in a report on Monday that even with the gains, the market is still pricing in further significant tightening in real rates. com MORGAN STANLEY & CO. Ridham Desai hasn’t sold a single st ock from his personal portfolio in 20 years. 19 +0530. He owns 78. CAIRN INDIA 3. MUMBAI, May 20 (Reuters) - Indian shares were trading up 0. Notably, he expects Prime Minister Modi to come back for another term in 2019. “The election calendar is getting thicker - usually a source of volatility,” said Ridham Desai, equity strategist, Morgan Stanley India, highlighting that low political volatility coincides The S&P Sensex index is trading at 20 times projected earnings for the current year, the highest level in 7 years, and higher than the S&P 500's multiple of 19 times. (~150 basis points in policy rates) and a likely improvement in growth, backed by rising government expenditure, says Ridham Desai, MD, Morgan Stanley. Ridham Desai FLAME Investment Lab With The Masters 2017 FLAME University, Pune Successful investors call investing an art but in reality, most apply well established scientific principles to win in the market. close in Mumbai, extending Wednesday’s 0. Experts see things improving by the year end, and for investors it's time to cherry-pick good stocks and enjoy the ride. The year before was not any better. [4] In this video get to know the details of the stocks picked by SBI-Cap Securities for the Samvat 2075. The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. Choosing investment strategies to make your money grow is very complex as it requires complete knowledge of market and various investment option, regular monitoring taking into account the investors risk appetite and his goals. Indian GDP to touch $6 trillion in 10 years and Sensex to cross 1, 00,000 in 5 years, predicts Morgan Stanley’s Ridham Desai. Combined with a high return-on-equity and earnings growth dispersion, the backdrop for stock pickers is actually quite good,” Morgan Stanley research head Ridham Desai said. Rakesh Jhunjhunwala’s portfolio is consisting of 27 different stocks. and are extremely biased. For one, the correlation of returns between stocks and the market is unlikely to get much higher. Kindly follow our Code of Conduct and refrain from posting any abusive, promotional or gibberish content on forum. m. grab the stocks you always wanted to buy, says Ridham Desai coverage may report revenue growth of 19 per cent, while profit may dip 29 Apr 2011 Ridham Desai of Morgan Stanley says, "We continue to assert that this is a great environment for stock pickers. Wed, 19 Dec 2018 09:20:41 +0530 LT, ICICI Bank among top largecap bets for 2019 by Credit Suisse Credit Suisse prefers investment-related stocks (due to likely continuity in public capex growth) over consumption-focussed stocks for India in 2019. The policy environment, coupled with return and valuation dispersion and earnings prospects, implies that there are still stocks and Ridham Desai(heard that he is of same caste of mine, Desai) was very wary of our market and was saying that 6000 can come and chances are more that we can see 6000 levels citing all reasons at that time and he made a U turn couple of days back saying that our market can touch 19500 by the end of the year. BlackRock studied daily volatility data and concluded that cryptocurrencies are more than twice as volatile as stocks were during the height of the financial crisis in 2008-2009. Ridham Desai Sheela Rathi expect FPI flows to improve in 2019 after they turned net sellers in 2018 19 +0530 . Ridham Desai of Morgan Stanley believes that it’s the technology stocks that could well turn out to be the dark horse for Indian markets. Ridham Desai, Head-India Equity Research and Managing Director, Morgan Stanley, prefers to look at P/B ratio than P/E because the latter has a " lot of cyclicality. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this. Bank of Maharashtra’s stock surged 19. Fortunately, there is one thing that you may do in order to make your search easier and more productive. The premises of technical analysis were derived from observation of financial markets over hundreds of years. Portfolio approach: We like GARP stocks among banks, discretionary consumption and industrials – both largecaps Morgan Stanley’s Ridham Desai says investment banking is more than just glamour and high salaries Students read about stocks on the front page of the newspapers and get attracted to the January 19, 2018 05:01 AM GMT erteam@morganstanley. 5 percent gain. Desai@morganstanley. 34 points, or 0. " Ridham Desai of Morgan Stanley has confidently predicted that the Sensex will surge to 39,000 in the best case scenario. We forecast GDP to reach $6 trillion, equity market capitalisation to rise to $6. , wrote in an investor note on Dec. comIt has been a roller coaster week for India markets. The S&P Sensex index is trading at 20 times projected earnings for the current year, the highest level in seven years, and higher than the S&P 500’s multiple of 19 times. HDFC Mutual Fund - HDFC Gold Exchange Traded Fund has informed BSE about the NAV of the Scheme dated January 14, 2019 and is placed at …Ridham Desai CNBC-TV18 Exclusive : Investors Should Be Ridham Desai EQUITY STRATEGIST +91 22 6118-2222 Sheela Rathi EQUITY STRATEGIST +91 22 6118-2224 India Equity Strategy Alpha Almanac The Uphill Climb Indian stocks are jostling weak emerging markets, rising rates, higher oil prices, an election year and relatively rich mid-cap i. If earnings are low, which they have been Is it the stock market running on just liquidity? Don’t conflate liquidity with flow. The NSE Nifty 50 Index added 0. * Among Sensex stocks, 12 rose, and 19 fell * On the NSE, 1,033 stocks rose, 678 fell, and 346 were unchanged. Of course, you can unsubscribe at any time. 5 percent as the markets “The election calendar is getting thicker - usually a source of volatility,” said Ridham Desai, equity strategist, Morgan Stanley India, highlighting that low political volatility coincides Desai: So just on Agrawal’s point- you will get the good news. Get news as it breaks from 1,000s of local, national and international sources - a one stop shop for news, sport, entertainment and business news - by NewsNow Credit Suisse prefers investment-related stocks (due to likely continuity in public capex growth) over consumption-focussed stocks for India in 2019. Ridham Desai, India equity strategist at Morgan Stanley, spoke to CNBC-TV18 about the next year Sensex target and reasons behind the optimism. therefore it is advisable to act cautiously and cross check the matters. HDFC Mutual Fund - HDFC Gold Exchange Traded Fund has informed BSE about the NAV of the Scheme dated January 14, 2019 and is placed at …India's stock market has brushed aside the country's weak economic health this year and soared some 20 percent on the back of strong buying by foreign institutional investors. Before joining the Firm in 1997, he was an analyst with UBS in Mumbai. 19-11-2018 01:30 pm ist These stocks gave support to Sensex amid recent volatility - Economic Times These stocks gave support to Sensex amid recent volatility Economic Times The HDFC stock is gaining momentum amid volatility in the broader market. The election calendar thickens in 2018/19, and Ridham Desai, Equity Strategist, Morgan Stanley Research, said the Indian capital market could become the world’s best performer with market-cap rising to $6 trillion in 10 years from $2 Desai spoke on a recent podcast hosted by WisdomTree, Indian stocks—in the coming years. equities futures after the world’s biggest stock market on Wednesday had its steepest rally since 2009. Global Warming! Or, How the Bull Jumped Over the Earth. by Ridham Desai & Sheela Rathi; Morgan Stanley, India. We always keep reminding the Warren Buffet quotes to our investors. " According to Morgan Stanley India strategist Ridham Desai, the Budget's influence on short-term market performance is declining. grab the stocks you always wanted to buy, says Ridham Desai coverage may report revenue growth of 19 per cent, while profit may dip Dec 26, 2018 Nine of the 19 sector gauges gain, paced by energy companies make its moves in the first quarter of 2019,” Ridham Desai and Sheela Rathi, Apr 29, 2011 Ridham Desai of Morgan Stanley says, "We continue to assert that this is a great environment for stock pickers. Singapore: The Indian equity markets are on a high due to a range of factors—a structural story driven by demographics, a cyclical recovery, an electoral result that holds the promise of reforms and a global story of ample liquidity and low commodity prices, said Ridham Desai, managing director, Morgan Stanley India, in an interview. Accordingly, Desai also noted that stock markets are likely to remain robust as a stronger economic growth should drive stronger corporate earnings growth. Ridham Desai on corporate earnings and market: The Morgan Stanley India Managing Director said that inflation might surprise India on the downside, and corporate earnings on the upside. 8% and 17. 4 mln rupees, while its asset quality improved dramatically. State election results out of the way: 10 stocks that could give 18-50% returns in a year. When liquidity is rising, the force is on Ridham Desai Ridham Desai is a managing director, head of India research, and Morgan Stanley's equity strategist for India. 4 percentage points, respectively," say Morgan Stanley India strategists Ridham Desai and Sheela Rathi. Invesco Plans 19 Invested in stocks? Be ready for extreme market volatility December 19, 2017 14:52 IST. 19th, but do you reckon that this has the power to derail the party if things 14 Aug 2017 Morgan Stanley's lists 14 stocks as mega cap winners including Bajaj said Morgan Stanley's Equity Strategists, Ridham Desai and Sheela 28 Sep 2017 Inflows to Indian stock funds have remained positive for 17 straight months, “We've just started, the party has just begun,” said Ridham Desai, level in seven years, and higher than the S&P 500's multiple of 19 times. "If you expect to continue to purchase stocks throughout your life, you should welcome price declines as a way to add stocks Marketsmojo ‏ @Marketsmojo Jun 19